Guideline Monitoring Analyst
About the Role
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Guideline Monitoring Analyst – Boston, MA / Hybrid
Boston based global investment management firm is actively looking for a Portfolio Guideline Monitoring Analyst to support investment teams in monitoring and maintaining adherence to client and regulatory guidelines. This role involves reviewing agreements, evaluating compliance requirements, and assisting with trade-related monitoring using internal systems.
Primary Responsibilities:
- Review client agreements and ensure compliance with established guidelines
- Monitor investment activities and resolve exceptions using compliance systems
- Provide pre-trade and post-trade support to internal teams
- Collaborate with colleagues and other departments to maintain accurate compliance processes
Technical Skills:
- Bachelors Degree in finance, business, or a related discipline preferred
- 3+ years of experience in compliance, investment operations, or a related field
- Familiarity with guideline monitoring systems (experience with Sentinel or similar tools preferred)
FT1323433TB_1789135092
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Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
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